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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $330,727 | $165,381+100.0% | $149,730+120.9% | $158,966+108.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.25% | 348.29%-337.0pp | 276.70%-265.4pp | 302.95%-291.7pp |
| Employer contribution / active EE | $10,985 | $5,104+115.2% | $4,645+136.5% | $4,762+130.7% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,123 | $10,809-80.4% | $9,310-77.2% | $11,250-81.1% |